Remediation

Selecting Remediation from the Navigation Menu gives you quick access to rules which affect your Campaigns.

Remediation allows you to do things like sending a notification to a student when they are allocated to a Campaign, issuing a certificate, badge, or a competence upon program completion, or sending a reminder when the program is overdue.

You can configure Conditions and applicable Actions (taken when the condition is met).

To set remediation actions:

1. Go to Dynamic Rules, then click New rule.

   

2. Give the Rule a meaningful name.

3. Select the Rule action limits checkbox.

   

   As soon as users match the rule conditions, the actions will be applied to them. These actions will not apply again if users continue to match the conditions. However, if a user stops matching and then matches again, the actions may be applied again. This setting defines the maximum number of times actions should apply.

4. Select Save. You are redirected to set your conditions.

   

5. From the left-hand pane, select and configure each of the conditions you want the rule to match. There are several conditions (and associated sub conditions) you can match that fall under the following categories:

   • General

     • Course last access

     • User enrolled

     • User last login

     • User not enrolled

   • FortiPhish

     • FortiPhish campaign created

     • FortiPhish campaign completed

     • FortiPhish campaign launched

     • User clicked

     • User failed

     • User opened

     • User passed

     • User reported

     • User submitted

   • Campaigns

     • Campaign certified

     • Campaign expired

     • Campaign not certified

     • Campaign overdue

     • Campaign suspended

     • Repeat campaign grace period ends

     • Repeat campaign period started

     • Users allocated to campaign

     • Users not allocated to campaign

   • Organization structure

     • User is in department

     • User is not in department

     • User has position

     • User doesn’t have position

   

6. Select Save changes for each Condition you have added.

7. Once you have configured your condition criteria, you can select the Actions tab to set what action should occur when the condition is met. Actions can also be configured for the following categories:

   • General

     • Notification

   • Escalation

     • Mark as escalation

   • Campaigns

     • Allocate users to campaigns

     • De-allocate users from campaigns